Investment Q&A

• Apple Inc. (AAPL $263.88)
  • $263.88 P/E (TTM): 32.38X Cap: $3.87T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $201.15)
  • $201.15 P/E (TTM): 27.73X Cap: $2.15T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $302.82)
  • $302.82 P/E (TTM): 28.31X Cap: $3.69T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $396.86)
  • $396.86 P/E (TTM): 25.1X Cap: $2.94T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $184.97)
  • $184.97 P/E (TTM): 45.36X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA

Q: Apple and Microsoft have grown to be well over 10% of my portfolio. I do not have Google or Amazon. Would you rebalance the 4 stocks into 4 equal parts? I also own NVDA.

Upvote 11

Read Answer Asked by Bryan on January 17, 2025

• TMX Group Limited (X $44.60)
  • $44.60 P/E (TTM): 30.42X Cap: $12.40B
  • View X Profile
  • View Questions on X
  • View Reports on X

Q: Outlook for Tmx group,reasoning and recommended entry price please. Thanx.

Upvote 5

Read Answer Asked by Steve on January 17, 2025

• Mogotes Metals Inc. (MOG $0.49)
  • $0.49 Cap: $195M
  • View MOG Profile
  • View Questions on MOG

Q: Good morning,

Looking for your insights on MOG after recent announcement please.
Would you consider as a speculative buy?

Thank you.

Upvote 1

Read Answer Asked by Brad on January 17, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Is there a formula or methodology that leans towards simple vs. Complex to determine the respective PEG ratio? Thank you

Upvote 5

Read Answer Asked by Bevan on January 17, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Further to Brian's question today regarding sector allocations for growth and balanced portfolios, what would be your recommended sector allocations if USA and International equities are included in the portfolios?

Upvote 3

Read Answer Asked by Michael on January 17, 2025

• Symbotic Inc. (SYM $55.32)
  • $55.32 Cap: $33.08B
  • View SYM Profile
  • View Questions on SYM

Q: Between December and now, has your view of SYM changed? Have they cleaned up their issues that caused the drop in November? The short ratio is still quite high. Your overall thoughts would be appreciated. Thanks.

Upvote 1

Read Answer Asked by Alex on January 17, 2025

Q: Everyone, what surprises you the most about price targets and ratings? Clayton

Upvote 13

Read Answer Asked by Clayton on January 17, 2025

• NVIDIA Corporation (NVDA $184.97)
  • $184.97 P/E (TTM): 45.36X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA

Q: NVDX Can you tell me anything about this ETF. I see no data. Is it investible?

Upvote 2

Read Answer Asked by Helen on January 17, 2025

• Celestica Inc. (CLS $390.87)
  • $390.87 P/E (TTM): 46.63X Cap: $44.96B
  • View CLS Profile
  • View Questions on CLS
• Datadog Inc. (DDOG $122.56)
  • $122.56 P/E (TTM): 391.25X Cap: $43.21B
  • View DDOG Profile
  • View Questions on DDOG

Q: Hi Folks!

Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.

Thanks so much for all you do!

Upvote 8

Read Answer Asked by Josh on January 17, 2025

• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 Cap: $1B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: When does WELL release the year end results.

Upvote 3

Read Answer Asked by Robert on January 17, 2025

• FuboTV Inc. Class A (FUBO $1.33)
  • $1.33 P/E (TTM): 2.85X Cap: $1.72B
  • View FUBO Profile
  • View Questions on FUBO

Q: Is Fubo a good buy today?

Upvote 1

Read Answer Asked by Danielle on January 17, 2025

• Lumine Group Inc. (LMN $18.10)
  • $18.10 P/E (TTM): 70.94X Cap: $4.64B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I have a half position in LMN - with the current dip would you recommend topping it up or is there another stock you prefer?

Upvote 8

Read Answer Asked by TK on January 17, 2025

• Intact Financial Corporation (IFC $262.06)
  • $262.06 P/E (TTM): 19.04X Cap: $46.53B
  • View IFC Profile
  • View Questions on IFC
• Thomson Reuters Corporation (TRI $113.48)
  • $113.48 P/E (TTM): 22.43X Cap: $50.48B
  • View TRI Profile
  • View Questions on TRI
• Brookfield Corporation Class A Limited Voting Shares (BN $65.14)
  • $65.14 P/E (TTM): 95.84X Cap: $146.26B
  • View BN Profile
  • View Questions on BN

Q: Good day ..
can u please provide me 3 names u would dollar cost average into on a monthly basis into a tfsa for a five -10 year time frame . Park and forget .
Thank u
Mark

Upvote 17

Read Answer Asked by Mark on January 17, 2025

• Intuitive Surgical Inc. (ISRG $493.35)
  • $493.35 P/E (TTM): 61.73X Cap: $175.20B
  • View ISRG Profile
  • View Questions on ISRG

Q: Your comments please on recent earnings. The stock is expensive as per past comments, but would you continue to accumulate.

Thanks

Upvote 4

Read Answer Asked by Greg on January 17, 2025

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
  • View MEG Profile
  • View Questions on MEG
• Tamarack Valley Energy Ltd. (TVE $9.46)
  • $9.46 Cap: $477M
  • View TVE Profile
  • View Questions on TVE

Q: I think we might get an opportunity to buy o&g names at a discount soon as they are already pulling back out of fear of Trump tariffs, even though oil prices have been stronger. If you could only invest in 1 or 2 oil or gas names on the pullback, with the qualifier that its not a forever hold and I'm looking for something with decent torque to the upside when political worries go away, what names would you pick? As an example I'd probably avoid CNQ since it doesn't drop as much when oil is negative, but also doesn't go up as much when oil is positive. Thx

Upvote 11

Read Answer Asked by Adam on January 17, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.65)
  • $43.65 Cap: $28.72B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: What is the biggest reason hurting the stock price? I have been adding to my holding slowly assuming that the interest rates are going down and 6% yield from the company will be better than investing in fixed income options. Your analysis please.
Piyush

Upvote 5

Read Answer Asked by Piyush on January 17, 2025

• UnitedHealth Group Incorporated (DE) (UNH $289.09)
  • $289.09 P/E (TTM): 15.29X Cap: $261.86B
  • View UNH Profile
  • View Questions on UNH

Q: With the most recent earnings call, and missing expectations just a bit, then the sell off, would you be a buyer i) for this sector and ii) for this specific stock?
Thanks

Upvote 2

Read Answer Asked by Phil on January 17, 2025

• Intuitive Surgical Inc. (ISRG $493.35)
  • $493.35 P/E (TTM): 61.73X Cap: $175.20B
  • View ISRG Profile
  • View Questions on ISRG

Q: I have pretty much decided to put my TFSA contrib into Intuitive Surgical. Can you talk me out of it giving one or two arguments against (other than valuation as its always expensive)? Thanks

Upvote 9

Read Answer Asked by Martin on January 17, 2025

• Intuitive Surgical Inc. (ISRG $493.35)
  • $493.35 P/E (TTM): 61.73X Cap: $175.20B
  • View ISRG Profile
  • View Questions on ISRG
• Quanta Services Inc. (PWR $525.13)
  • $525.13 P/E (TTM): 77.64X Cap: $78.30B
  • View PWR Profile
  • View Questions on PWR
• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,365.00)
  • $2,365.00 P/E (TTM): 8.06X Cap: $50.44B
  • View FFH Profile
  • View Questions on FFH
• Celestica Inc. (CLS $390.87)
  • $390.87 P/E (TTM): 46.63X Cap: $44.96B
  • View CLS Profile
  • View Questions on CLS
• Arista Networks Inc. (ANET $142.58)
  • $142.58 P/E (TTM): 53.63X Cap: $179.54B
  • View ANET Profile
  • View Questions on ANET
• State Street SPDR S&P Homebuilders ETF (XHB $120.14)
  • $120.14 P/E (TTM): 15.87X Cap: $1.82B
  • View XHB Profile
  • View Questions on XHB
• Uber Technologies Inc. (UBER $70.53)
  • $70.53 P/E (TTM): 9.0X Cap: $146.54B
  • View UBER Profile
  • View Questions on UBER
• CrowdStrike Holdings Inc. (CRWD $414.29)
  • $414.29 Cap: $104.44B
  • View CRWD Profile
  • View Questions on CRWD

Q: Can you rank the following stocks best to worst please? Thanks

Upvote 10

Read Answer Asked by Martin on January 17, 2025

• Costco Wholesale Corporation (COST $1,012.05)
  • $1,012.05 P/E (TTM): 70.78X Cap: $449.21B
  • View COST Profile
  • View Questions on COST
• Constellation Software Inc. (CSU $2,258.18)
  • $2,258.18 P/E (TTM): 55.25X Cap: $47.85B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $193.32)
  • $193.32 P/E (TTM): 40.37X Cap: $52.92B
  • View DOL Profile
  • View Questions on DOL
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.85)
  • $200.85 P/E (TTM): 31.2X Cap: $2.39B
  • View HPS.A Profile
  • View Questions on HPS.A
• Construction Partners Inc. (ROAD $135.17)
  • $135.17 P/E (TTM): 61.16X Cap: $7.63B
  • View ROAD Profile
  • View Questions on ROAD
• Propel Holdings Inc. (PRL $24.48)
  • $24.48 P/E (TTM): 11.74X Cap: $963M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $18.10)
  • $18.10 P/E (TTM): 70.94X Cap: $4.64B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Some of your favorite stocks are down over the past month. In what order would you DCA?

HPS.A -11.15%
PRL - 7.14%
COST -7.36%
CSU. -4.78%
LMN -9.28%
DOL -6.51%
ROAD -4.13%

Upvote 15

Read Answer Asked by V on January 17, 2025